{
  "path": "/advisors/ma/flat-fee",
  "url": "https://advisorcensus.com/advisors/ma/flat-fee/page/3",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 507,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Massachusetts?",
      "a": "AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, from Form ADV filings as of October 2026: 638 SEC-registered, 508 state-registered, and 276 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Massachusetts?",
      "a": "449 of the 1,422 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Massachusetts offer financial planning?",
      "a": "584 of the 1,146 firms in Massachusetts that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Massachusetts fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 449 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 507 investment advisory firms with a principal office in Massachusetts that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Massachusetts: 507 firms from Form ADV filings as of October 2026.",
  "total_firms": 507,
  "page": 3,
  "total_pages": 11,
  "sort": "name",
  "registration_types": {
    "sec": 262,
    "state": 245,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 247
    },
    {
      "code": "percentage_of_aum",
      "count": 434
    },
    {
      "code": "hourly",
      "count": 307
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 507
    },
    {
      "code": "commissions",
      "count": 25
    },
    {
      "code": "performance_based",
      "count": 45
    },
    {
      "code": "other",
      "count": 59
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 158
    },
    {
      "code": "5_to_9",
      "count": 105
    },
    {
      "code": "10_to_19",
      "count": 111
    },
    {
      "code": "20_plus",
      "count": 133
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 109
    },
    {
      "code": "25m_100m",
      "count": 89
    },
    {
      "code": "100m_500m",
      "count": 115
    },
    {
      "code": "500m_1b",
      "count": 40
    },
    {
      "code": "1b_5b",
      "count": 49
    },
    {
      "code": "over_5b",
      "count": 48
    },
    {
      "code": "not_reported",
      "count": 57
    }
  ],
  "firms": [
    {
      "crd_number": 342171,
      "name": "Clearview Family Wealth, LLC",
      "name_as_filed": "CLEARVIEW FAMILY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/clearview-family-wealth-llc-peabody-ma-342171",
      "city": "Peabody",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136600,
      "name": "Clearvue Advisors LLC",
      "name_as_filed": "CLEARVUE ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/clearvue-advisors-llc-136600",
      "city": null,
      "state": null,
      "years_registered": 21,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 312627,
      "name": "Collaborative Financial Solutions LLC",
      "name_as_filed": "COLLABORATIVE FINANCIAL SOLUTIONS LLC",
      "url": "https://advisorcensus.com/firm/collaborative-financial-solutions-llc-brookline-ma-312627",
      "city": "Brookline",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128431,
      "name": "Collaborative Wealth Advisors, LLC",
      "name_as_filed": "COLLABORATIVE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/collaborative-wealth-advisors-llc-westford-ma-128431",
      "city": "Westford",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 119696,
      "name": "Colman Knight Advisory Group, LLC",
      "name_as_filed": "COLMAN KNIGHT ADVISORY GROUP, LLC",
      "url": "https://advisorcensus.com/firm/colman-knight-advisory-group-llc-acton-ma-119696",
      "city": "Acton",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108257,
      "name": "Columbia Management Investment Advisers, LLC",
      "name_as_filed": "COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/columbia-management-investment-advisers-llc-boston-ma-108257",
      "city": "Boston",
      "state": "MA",
      "years_registered": 40,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165738,
      "name": "Commons Capital, LLC",
      "name_as_filed": "COMMONS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/commons-capital-llc-needham-ma-165738",
      "city": "Needham",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 8032,
      "name": "Commonwealth Financial Network",
      "name_as_filed": "COMMONWEALTH FINANCIAL NETWORK",
      "url": "https://advisorcensus.com/firm/commonwealth-financial-network-waltham-ma-8032",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 34,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129472,
      "name": "Community Financial Group, Inc.",
      "name_as_filed": "COMMUNITY FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/community-financial-group-inc-marlborough-ma-129472",
      "city": "Marlborough",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112323,
      "name": "Compass Capital Corporation",
      "name_as_filed": "COMPASS CAPITAL CORPORATION",
      "url": "https://advisorcensus.com/firm/compass-capital-corporation-braintree-ma-112323",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 42,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128014,
      "name": "Compass Planning Associates, Inc.",
      "name_as_filed": "COMPASS PLANNING ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/compass-planning-associates-inc-westwood-ma-128014",
      "city": "Westwood",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130693,
      "name": "Compass Wealth Management, LLC",
      "name_as_filed": "COMPASS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/compass-wealth-management-llc-ayer-ma-130693",
      "city": "Ayer",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164278,
      "name": "Concordia Wealth Management, LLC",
      "name_as_filed": "CONCORDIA WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/concordia-wealth-management-llc-concord-ma-164278",
      "city": "Concord",
      "state": "MA",
      "years_registered": 13,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128409,
      "name": "Condon Wealth Management, Inc.",
      "name_as_filed": "CONDON WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/condon-wealth-management-inc-plymouth-ma-128409",
      "city": "Plymouth",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105161,
      "name": "Congress Asset Management Company, LLP",
      "name_as_filed": "CONGRESS ASSET MANAGEMENT COMPANY, LLP",
      "url": "https://advisorcensus.com/firm/congress-asset-management-company-llp-boston-ma-105161",
      "city": "Boston",
      "state": "MA",
      "years_registered": 41,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283947,
      "name": "Conscious Capital",
      "name_as_filed": "CONSCIOUS CAPITAL",
      "url": "https://advisorcensus.com/firm/conscious-capital-boston-ma-283947",
      "city": "Boston",
      "state": "MA",
      "years_registered": 10,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 172612,
      "name": "Constant Guidance Financial, LLC",
      "name_as_filed": "CONSTANT GUIDANCE FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/constant-guidance-financial-llc-north-attleboro-ma-172612",
      "city": "North Attleboro",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326447,
      "name": "Convergency Partners Advisors LLC",
      "name_as_filed": "CONVERGENCY PARTNERS ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/convergency-partners-advisors-llc-boston-ma-326447",
      "city": "Boston",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158100,
      "name": "Convergent Capital Partners, LLC",
      "name_as_filed": "CONVERGENT CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/convergent-capital-partners-llc-boston-ma-158100",
      "city": "Boston",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321059,
      "name": "Copper Beech Wealth Management",
      "name_as_filed": "COPPER BEECH WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/copper-beech-wealth-management-mansfield-ma-321059",
      "city": "Mansfield",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140967,
      "name": "Cornerstone Financial Management LLC",
      "name_as_filed": "CORNERSTONE FINANCIAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/cornerstone-financial-management-llc-burlington-ma-140967",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173487,
      "name": "Cottage Street Advisors",
      "name_as_filed": "COTTAGE STREET ADVISORS",
      "url": "https://advisorcensus.com/firm/cottage-street-advisors-marion-ma-173487",
      "city": "Marion",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140051,
      "name": "Course Pilot Financial LLC",
      "name_as_filed": "COURSE PILOT FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/course-pilot-financial-llc-140051",
      "city": null,
      "state": null,
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162190,
      "name": "Cranston Capital Management, LLC",
      "name_as_filed": "CRANSTON CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/cranston-capital-management-llc-cohasset-ma-162190",
      "city": "Cohasset",
      "state": "MA",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158659,
      "name": "Crawford Fund Management, LLC",
      "name_as_filed": "CRAWFORD FUND MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/crawford-fund-management-llc-boston-ma-158659",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286243,
      "name": "Crestwood Advisors",
      "name_as_filed": "CRESTWOOD ADVISORS",
      "url": "https://advisorcensus.com/firm/crestwood-advisors-boston-ma-286243",
      "city": "Boston",
      "state": "MA",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124599,
      "name": "Crystal Capital Management Corporation",
      "name_as_filed": "CRYSTAL CAPITAL MANAGEMENT CORPORATION",
      "url": "https://advisorcensus.com/firm/crystal-capital-management-corporation-saugus-ma-124599",
      "city": "Saugus",
      "state": "MA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327495,
      "name": "Curious Crow Financial Planning",
      "name_as_filed": "CURIOUS CROW FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/curious-crow-financial-planning-revere-ma-327495",
      "city": "Revere",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133095,
      "name": "Curtin Financial Services, Inc.",
      "name_as_filed": "CURTIN FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/curtin-financial-services-inc-burlington-ma-133095",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 32,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107463,
      "name": "Cutler Capital Management",
      "name_as_filed": "CUTLER CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/cutler-capital-management-worcester-ma-107463",
      "city": "Worcester",
      "state": "MA",
      "years_registered": 26,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317756,
      "name": "CVW Financial, LLC",
      "name_as_filed": "CVW FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/cvw-financial-llc-317756",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310873,
      "name": "CW Advisors, LLC",
      "name_as_filed": "CW ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cw-advisors-llc-boston-ma-310873",
      "city": "Boston",
      "state": "MA",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105679,
      "name": "Darrow Wealth Management",
      "name_as_filed": "DARROW WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/darrow-wealth-management-needham-ma-105679",
      "city": "Needham",
      "state": "MA",
      "years_registered": 37,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 46897,
      "name": "Davinci Capital Management Inc.",
      "name_as_filed": "DAVINCI CAPITAL MANAGEMENT INC.",
      "url": "https://advisorcensus.com/firm/davinci-capital-management-inc-cambridge-ma-46897",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 136244,
      "name": "DBA Joseph Fodera",
      "name_as_filed": "DBA JOSEPH FODERA",
      "url": "https://advisorcensus.com/firm/dba-joseph-fodera-136244",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152952,
      "name": "Delphinus Financial Advisors, LLC",
      "name_as_filed": "DELPHINUS FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/delphinus-financial-advisors-llc-mansfield-ma-152952",
      "city": "Mansfield",
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    },
    {
      "crd_number": 148752,
      "name": "Demers Financial Planning",
      "name_as_filed": "DEMERS FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/demers-financial-planning-north-andover-ma-148752",
      "city": "North Andover",
      "state": "MA",
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      "raum_band": "25m_100m",
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      "enhanced": false
    },
    {
      "crd_number": 171813,
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      "name_as_filed": "DIVERSIFIED FINANCIAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/diversified-financial-management-norwell-ma-171813",
      "city": "Norwell",
      "state": "MA",
      "years_registered": 12,
      "raum_band": "100m_500m",
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      ],
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    },
    {
      "crd_number": 146437,
      "name": "DJG Financial Services, Inc.",
      "name_as_filed": "DJG FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/djg-financial-services-inc-east-weymouth-ma-146437",
      "city": "East Weymouth",
      "state": "MA",
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    },
    {
      "crd_number": 129210,
      "name": "Dollar & Sense",
      "name_as_filed": "DOLLAR & SENSE",
      "url": "https://advisorcensus.com/firm/dollar-and-sense-pittsfield-ma-129210",
      "city": "Pittsfield",
      "state": "MA",
      "years_registered": 27,
      "raum_band": "not_reported",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 337958,
      "name": "Dope CFO Wealth Management",
      "name_as_filed": "DOPE CFO WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/dope-cfo-wealth-management-337958",
      "city": null,
      "state": null,
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    },
    {
      "crd_number": 316550,
      "name": "Dreamfield Planning Group, LLC",
      "name_as_filed": "DREAMFIELD PLANNING GROUP, LLC",
      "url": "https://advisorcensus.com/firm/dreamfield-planning-group-llc-braintree-ma-316550",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "under_25m",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 117464,
      "name": "Duffield Financial Group",
      "name_as_filed": "DUFFIELD FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/duffield-financial-group-117464",
      "city": null,
      "state": null,
      "years_registered": 18,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 329485,
      "name": "East River Capital Management LLC",
      "name_as_filed": "EAST RIVER CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/east-river-capital-management-llc-pittsfield-ma-329485",
      "city": "Pittsfield",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
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        "hourly",
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      ],
      "enhanced": false
    },
    {
      "crd_number": 299607,
      "name": "Easterly Investment Partners LLC",
      "name_as_filed": "EASTERLY INVESTMENT PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/easterly-investment-partners-llc-beverly-ma-299607",
      "city": "Beverly",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "1b_5b",
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        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 171009,
      "name": "Ebersole Financial LLC",
      "name_as_filed": "EBERSOLE FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/ebersole-financial-llc-171009",
      "city": null,
      "state": null,
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      ],
      "enhanced": false
    },
    {
      "crd_number": 158311,
      "name": "Edgewater Financial Services, LLC",
      "name_as_filed": "EDGEWATER FINANCIAL SERVICES, LLC",
      "url": "https://advisorcensus.com/firm/edgewater-financial-services-llc-158311",
      "city": null,
      "state": null,
      "years_registered": 15,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
      "enhanced": false
    },
    {
      "crd_number": 339061,
      "name": "Eggz",
      "name_as_filed": "EGGZ",
      "url": "https://advisorcensus.com/firm/eggz-charlemont-ma-339061",
      "city": "Charlemont",
      "state": "MA",
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      ],
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    },
    {
      "crd_number": 315512,
      "name": "Encore Investment Advisors, LLC",
      "name_as_filed": "ENCORE INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/encore-investment-advisors-llc-315512",
      "city": null,
      "state": null,
      "years_registered": 4,
      "raum_band": "25m_100m",
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      ],
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    },
    {
      "crd_number": 147503,
      "name": "Endeavour Investment Partners, LLC",
      "name_as_filed": "ENDEAVOUR INVESTMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/endeavour-investment-partners-llc-147503",
      "city": null,
      "state": null,
      "years_registered": 17,
      "raum_band": "not_reported",
      "compensation_types": [
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      ],
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  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
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      "label": "Financial advisors in Massachusetts"
    },
    "fee_pages": [
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        "firm_count": 449
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      {
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      }
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      {
        "path": "/advisors/ma/worcester/flat-fee",
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        "label": "Flat-fee financial advisors in Worcester, MA"
      },
      {
        "path": "/advisors/ma/barnstable-town/flat-fee",
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        "label": "Flat-fee financial advisors in Barnstable Town, MA"
      },
      {
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        "label": "Flat-fee financial advisors in Springfield, MA"
      },
      {
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      {
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        "firm_count": 3,
        "label": "Flat-fee financial advisors in Amherst Town, MA"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}